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Technology Stocks : Spyglass
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To: lazarre who wrote (1283)12/1/1999 10:11:00 AM
From: Lane Hall-Witt  Read Replies (1) of 1412
 
Lazarre,

Rockwell is a blue-chip company, obviously, so the fact that they're licensing three SPYG technologies is a great display of confidence. This clearly is not a blockbuster deal in terms of number of implementations, because the number of airplane seats is limited and growth is small. But as another affirmation of SPYG's products, this is nice.

I'm especially pleased to see that MicroServer is one of the licensed technologies, because this is an important product that has not yet generated many licensing deals. Recall that 5 percent of SPYG's revenue last quarter came from the MicroServer licensing agreement with Xerox (Document Centre Digital Copier), according to SPYG's conference call.
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